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Bridgewealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bridgewealth Advisory Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.58M Buy
12,371
+78
+0.6% +$27.9K 0.86% 29
2026
Q1 		$3.94M Buy
12,293
+158
+1% +$53K 0.82% 29
2025
Q4 		$4.07M Buy
12,135
+220
+2% +$73.2K 0.9% 27
2025
Q3 		$3.91M Sell
11,915
-21
-0.2% -$6.63K 0.91% 28
2025
Q2 		$3.63M Buy
11,936
+5,890
+97% +$1.66M 0.92% 28
2025
Q1 		$1.66M Sell
6,046
-5,829
-49% -$1.69M 2.18% 14
2024
Q4 		$3.58M Buy
11,875
+832
+8% +$243K 1.01% 27
2024
Q3 		$3.13M Buy
11,043
+1,428
+15% +$389K 1.14% 26
2024
Q2 		$2.57M Buy
9,615
+222
+2% +$57.5K 1.14% 25
2024
Q1 		$2.44M Buy
9,393
+104
+1% +$25.7K 1.19% 25
2023
Q4 		$2.2M Buy
9,289
+135
+1% +$29.8K 1.69% 17
2023
Q3 		$1.94M Buy
9,154
+622
+7% +$138K 2.39% 10
2023
Q2 		$1.88M Buy
8,532
+306
+4% +$63.8K 3.05% 8
2023
Q1 		$1.68M Sell
8,226
-581
-7% -$116K 3.09% 8
2022
Q4 		$1.68M Buy
+8,807
New +$1.7M 3.3% 7

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Bridgewealth Advisory Group's VTI Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.63% in Q2 2026, buying an estimated $27.9K and bringing the position to 12,371 shares worth $4.58M. The position accounts for 0.86% of the portfolio, ranked #29.

Bridgewealth Advisory Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bridgewealth Advisory Group held 12,371 shares of Vanguard Total Stock Market ETF worth $4.58M as of Q2 2026.
  • Bridgewealth Advisory Group bought 78 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Total Stock Market ETF made up 0.86% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.